Thousands of Canadian law firms find themselves in the same situation. Many have been with PCLaw for decades but it’s becoming old, difficult to use, and unreliable.
What you want is simplicity, reliability and flexibility.
In under 45 minutes, you’ll learn:
- Signs that it’s time to switch from PCLaw
- How to set a reasonable timeline to migrate your firm
- How to get buy-in to make the switch at your firm
- How to nail the data migration
Duration: 45 minutes (30 minute panel discussion + 15 minutes of Q&A)
Watch the Recording
CloudAct, Toronto, Ontario
Mayur is a CPA with 17 years of experience spread between PwC, Fairfax Financial Holdings Limited (“Fairfax”), a leading investment company, and CloudAct CPA Profession Corporation (“CloudAct”).
At PwC, he was a Director with Transaction Services Practice, and at Fairfax, he was Finance Director with two publicly traded companies. His experience includes advising private entity firms and global public and private companies with their various complex transactions, project management, financial reporting, complex ERP conversion, and financial transformation.
Mayur’s firm CloudAct is an accounting/consulting firm advising lawyers and law firms on strategic thinking, cloud migration, process improvement, legal accounting, determination, and presentation of KPIs, tax planning and structuring, and structuring mergers and acquisitions of law firms.
CloudAct is Clio Gold Certified Consultant that is passionate about helping lawyers and mid-sized and large law firms achieve their financial and non-financial goals.
In his spare time, Mayur loves to spend time with his lovely wife and two beautiful daughters, traveling with them to new destinations.
Managing Lawyer & Co-Founder
Whiteboard Law, Vancouver, BC
Jim is a senior corporate commercial lawyer, trusted advisor and a seasoned business executive. Jim was previously a partner at Fasken Martineau LLP, where he helped establish one of the largest technology law practices in Vancouver. Jim is also a co-founder of a venture backed (now relocated to Boston USA) network intelligence software company.
Jim has been recognized in Martindale-Hubbell as a top business lawyer in Canada with a BV Peer Review Rating.
Jim is the former President of the Premier’s Technology Council which was established to inform the Premier of BC on all technology related issues and to advise government on how to make British Columbia a global magnet for high-tech investment growth and job creation. Jim was a former member of the Board of Directors of the Pacific Carbon Trust, a crown corporate established to deliver BC based green gas off-sets and carbon credits. Jim has also sat on a number of public and private company boards including Vecima Networks Inc (TSX:VCM) and QHR Technolgies Inc. (TSX-V:QHR) where he chaired the Compensation and Corporate Governance Committees. Jim has previously been a member on a number of not-for-profit Boards including Quantum Networks – an NSERC-funded Innovation Platform out of the University of Waterloo, DigiBC (Digital Media and Wireless Industry Association), Vancouver Enterprise Forum and the BC Technology Industry Association. Jim has also been a guest instructor for the Professional Legal Training Course for the Law Society of British Columbia and has been a contributing author for prior editions of the BC Company Law Practice Manual as well as an adjunct law professor at the University of British Columbia.
Affinity Partnerships Manager
Rio Peterson is the Affinity Programs Manager at Clio. She joined Clio in 2017 and works to build flourishing relationships with legal associations across the United States, and she works passionately to educate lawyers on the importance of using data to build better practices and drive the legal industry forward.